Hollow Oak Bakeshop

Pipeline stage

Customer identified
Contact made
Tasting conducted
Purchase confirmed
Ongoing purchase

Next action

Be at the shop tomorrow (2026-08-05) afternoon, approximately 4-5pm, to meet the manager directlyhigh

Vault

Profileupdated Aug 4

Company

Business name: Hollow Oak Bakeshop
Legal name: unknown
Business category: Bakery (inferred from business name; not explicitly confirmed by source)
Website: unknown
Instagram: unknown
Number of locations: 2 — a main shop and a DUMBO shop are referenced in the source; other locations not ruled out
Account owner: unknown

Locations

Location 1

Location name: Main shop
Address: unknown
Google Maps URL: unknown
Opening date: unknown
Shipping address: unknown
Status: visited 2026-07-16; manager not present

Location 2

Location name: DUMBO shop
Address: 40 Water St, Brooklyn, NY 11201
Opening date: unknown
Shipping address: unknown
Status: not yet visited — manager is usually based here; planned next visit

Contacts

Contact 1

Name: unknown (manager's name not given)
Role: Manager
Email: unknown
Phone: unknown
Preferred channel: unknown — in-person outreach recommended, as email/business card response is not expected
Decision role: presumed decision-maker (per source); not explicitly confirmed

Commercial Information

Current matcha supplier: Verdant Leaf (per source, noted as competitor intel)
Estimated monthly usage: unknown
Payment terms: unknown
DUNS number: unknown
Notes: Business card left at main shop with staff on 2026-07-16; no response expected via that channel. Manager not yet met. Follow-up visit on 2026-08-04 (location not specified in source) found manager absent again; staff said manager will be at the shop tomorrow (2026-08-05) afternoon, approximately 4-5pm.

Data Quality

Last verified: 2026-08-04
Verified by: context drop (typed note)
Open profile questions: confirm manager's name and contact info; confirm business category, website, and Instagram; confirm why Verdant Leaf is the current supplier and whether they're open to switching; confirm the Main shop's address (only the DUMBO shop's address was found); confirm which shop location the 2026-08-04 visit and planned 2026-08-05 visit refer to. Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.

Contextupdated Aug 4

Current Situation

Hollow Oak Bakeshop is a cold lead identified through an in-person visit to its main shop on 2026-07-16. The manager, who is usually based at the DUMBO location, was not present, so contact info was left with staff via business card — a channel from which no response is expected. The account's current matcha supplier is Verdant Leaf, identified as competitor intel during the visit. On 2026-08-04 the rep visited again (source does not specify which shop); the manager was still not present, but staff said the manager will be at the shop tomorrow (2026-08-05) in the afternoon, roughly 4-5pm. The rep plans to be there during that window to meet the manager directly. Still no direct contact with a decision-maker or product discussion has occurred.

Key People

Manager (name unknown) — Role: Manager — presumed decision-maker per source; usually based at DUMBO shop; not yet met

Customer Needs

Primary use case: unknown — no product or usage discussion has occurred
Expected volume: unknown
Flavor preference: unknown
Color preference: unknown
Target price: unknown
Lead-time requirement: unknown
Packaging preference: unknown

Commercial Assessment

Current stage: identified — two in-person visits have occurred, but no contact with a decision-maker or exchange of information has taken place
Interest level: unknown — no interaction with a decision-maker yet
Urgency: medium — staff gave a firm window for tomorrow (2026-08-05, ~4-5pm) when the manager is expected, so there is now time-bound follow-through needed
Primary blocker: manager not available during visits so far; decision-maker has not yet been met
Buying readiness: cold — no direct contact with the manager yet; staff-relayed schedule info only
Opportunity potential: unknown — no volume or price information available
Main risk: the tomorrow 4-5pm window is staff-relayed, not confirmed by the manager directly, and could fall through

Product Fit

Preferred SKU: unknown
Recommended SKU: unknown — no product discussion has occurred yet
Reason for recommendation: not yet applicable
Alternatives: not yet applicable

Open Questions

Why is Hollow Oak Bakeshop currently sourcing from Verdant Leaf, and are they open to switching?
What is the manager's name and best contact method?
Which shop location (main shop or DUMBO shop) is the manager expected at tomorrow (2026-08-05)?

Current Recommendation

Be at the shop tomorrow (2026-08-05) between approximately 4-5pm to meet the manager directly, per staff's relayed schedule. Use the visit to introduce the product, assess interest, and understand current satisfaction with Verdant Leaf.

Evidence Used

Timeline event: timeline/2026-07-16-store-visit-cold-lead.md
Timeline event: timeline/2026-08-04-store-visit-manager-schedule.md

Executionupdated Aug 4

Active Actions

action-001

Action: Be at the shop tomorrow (2026-08-05) afternoon, approximately 4-5pm, to meet the manager directly
Type: outreach
Reason: Staff said the manager will be present during this window; this is the first firm opportunity to meet the decision-maker (previous plan was to visit DUMBO, but this visit's location was not specified in the source)
Trigger: Follow-up store visit on 2026-08-04 found manager absent again; staff relayed manager's expected schedule for tomorrow
Owner: unknown
Priority: high
Status: scheduled
Due date: 2026-08-05 (afternoon, ~4-5pm)
Approval required: no
Agent permission: recommend_only
Required inputs: availability to be at the shop tomorrow afternoon
Completion condition: Manager met in person; product introduced and matcha interest assessed; current satisfaction with Verdant Leaf understood
Created from: timeline/2026-07-16-store-visit-cold-lead.md; updated per timeline/2026-08-04-store-visit-manager-schedule.md
Result:

Waiting on Customer

None yet.

Scheduled Follow-ups

None scheduled yet.

Completed Actions

completed-001

Action: Visited Hollow Oak Bakeshop main shop and left contact info with staff
Type: outreach
Priority: low
Status: completed
Owner: unknown
Result: Manager not present; business card left with staff (no response expected via this channel); identified Verdant Leaf as current supplier

completed-002

Action: Follow-up visit to Hollow Oak Bakeshop
Type: outreach
Priority: low
Status: completed
Owner: unknown
Result: Manager still not present; staff said manager will be at the shop tomorrow (2026-08-05) afternoon, approximately 4-5pm

Notes

2026-08-04 · noteupdated Aug 4

Summary

Context drop (typed note) describing a follow-up in-person visit to Hollow Oak Bakeshop. The manager was again not present, but staff told the rep the manager will be at the shop tomorrow (2026-08-05) in the afternoon, roughly 4–5pm. The rep plans to be at the shop during that window tomorrow to meet the manager. The note does not specify which shop (main shop or DUMBO shop) was visited or where the manager will be tomorrow.

Extracted Facts

Fact: Follow-up store visit
- Value: Rep visited Hollow Oak Bakeshop again on 2026-08-04; manager not present
- Scope: opportunity
- Status: confirmed
- Source: _inbox/2026_08_04_text_note-26.md
Fact: Manager's expected availability
- Value: Staff said the manager will be at the shop tomorrow (2026-08-05), afternoon, approximately 4–5pm
- Scope: contact
- Status: confirmed
- Source: _inbox/2026_08_04_text_note-26.md
Fact: Planned return visit
- Value: Rep intends to be at the shop tomorrow (2026-08-05) during the ~4–5pm window to meet the manager
- Scope: opportunity
- Status: confirmed
- Source: _inbox/2026_08_04_text_note-26.md
Fact: Visit location
- Value: Note does not state which shop (main shop or DUMBO shop) was visited today or where the manager will be tomorrow
- Scope: location
- Status: inferred
- Source: _inbox/2026_08_04_text_note-26.md

Customer Commitments

None identified — the schedule info came from staff, not the manager directly.

Our Commitments

Rep plans to be at the shop tomorrow (2026-08-05) between approximately 4–5pm to meet the manager.

Questions Raised

Which shop location was visited today, and where will the manager be tomorrow — main shop or DUMBO shop?
What is the manager's name and best contact method?

Products Discussed

SKU: none named
- Use case: unknown
- Feedback: none — manager still not met

Original Evidence

Source channel: note (typed directly into the chat feed)
Source reference: _inbox/2026_08_04_text_note-26.md (Job: a0efaff2197a)
Relevant excerpt or transcript timestamp: "I just visited Hollow Oak Bakery and and I was told that the managers is going to be here tomorrow afternoon around 4 to 5 so I think I should be around around the shop so tomorrow I'll come back and visit."

2026-07-16 · noteupdated Jul 16